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Oracle
ORCL

Overview Fund Activity

1,789 hedge funds and large institutions have $74.6B invested in Oracle in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 569 increasing their positions, 921 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-120
Holders Change %
-6.29%
% of All Funds
39.52%
Holding in Top 10
72
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+53.19%
% of All Funds
1.59%
New
89
Increased
569
Reduced
921
Closed
178
Calls
$772M
Puts
$609M
Net Calls
+$163M
Net Calls Change
+$293M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$280M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$198M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$188M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$139M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$770M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$449M
3
CSIA
Charles Schwab Investment Advisory
California
-$294M
4
BlackRock
BlackRock
New York
-$206M
5
BBHC
Brown Brothers Harriman & Co
New York
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1376
Compton Capital Management
Rhode Island
$331K – – –
BBA
1377
BLB&B Advisors
Pennsylvania
$331K +$10.2K +210 +3%
NERM
1378
New England Research & Management
Illinois
$330K -$521K -10,769 -61%
FNBTCON
1379
First National Bank & Trust Co of Newtown
Pennsylvania
$327K – – –
PTP
1380
Platform Technology Partners
New York
$325K +$7.77K +161 +2%
BIC
1381
Beach Investment Counsel
Pennsylvania
$324K – – –
LHC
1382
Little House Capital
Massachusetts
$323K -$831K -17,197 -72%
FCFC
1383
First Citizens Financial Corp
Iowa
$323K -$12.5K -258 -4%
CL
1384
Choreo LLC
Illinois
$323K +$33.4K +692 +12%
JWM
1385
JGP Wealth Management
Oregon
$320K -$3.34K -64 -1%
SAM
1386
S.A. Mason
Michigan
$320K +$2.7K +56 +0.9%
QCMC
1387
Quantum Capital Management (California)
California
$320K +$317K +6,557 +10,088%
TIA
1388
Traphagen Investment Advisors
New Jersey
$320K +$145 +3 +0%
SAM
1389
SignalPoint Asset Management
Missouri
$319K -$21.7K -450 -6%
KLWA
1390
Kelly Lawrence W & Associates
California
$319K – – –
BC
1391
Burleson & Co
California
$319K +$964 +18 +0.3%
RWM
1392
RKL Wealth Management
Pennsylvania
$317K -$10.2K -210 -3%
COF
1393
Capital One Financial
Virginia
$317K +$317K +6,559 New
RWP
1394
RWA Wealth Partners
Massachusetts
$316K -$550K -11,362 -64%
DC
1395
DeDora Capital
California
$316K -$37.2K -770 -11%
LF
1396
Lee Financial
Texas
$316K – – –
KTC
1397
Kistler-Tiffany Companies
Pennsylvania
$316K – – –
EM
1398
Excalibur Management
Massachusetts
$316K +$9.53K +197 +3%
USGIU
1399
U.S. Global Investors (USGI)
Texas
$315K -$53.4K -1,104 -14%
CA
1400
Cornerstone Advisory
Maryland
$315K -$3.29K -68 -1%
54 55
56
57 58